Personal Financial Consultant

Job Description:With your extraordinary knowledge and
incomparable integrity, we know that clients invest their trust in
you. Join a team that also invests in you with key product and
service offerings, sophisticated technology and a premier
investment platform. Here, you will build long-term, dedicated
relationships with customers by bringing them peace of mind as you
guide them through wealth management and retirement planning
strategiesThe--Expertise--We're Looking ForFINRA Series 7 & 63
required prior to hireSeries 65 and/or 66 and state registrations
required within 3 months of hireExperience with High Net Worth
clientsA CFP is preferred if you don't already have your CFP, our
Tuition Reimbursement program can help you with classes to obtain
itThe--Purpose--of Your RoleWe fully support you with an open
architecture product platform and top resources in the financial
industry, while you nurture relationships with an existing client
base. Your keen focus, motivational skills and leadership qualities
are prime attributes as you provide the appropriate investment
solutions to existing clients and help expand the acquisition of
new customers.The--Skills--You BringYou demonstrate a deep
understanding of financial markets, and can effectively simplify
complex financial concepts while building rapport and credibility
with highly valued clienteleRemarkable knowledge of investment
productsAbility to thoughtfully introduce your clients to different
investment strategies and bring together additional client assets
while engaging in positive, client-centered
discussionsCollaborating with multiple business partners allows you
to craft an unsurpassed customer experience and meet the client's
broad range of investment needsThe--Value--You DeliverNo longer
spending time on cold calls and sourcing new clients, you are able
to make an impact in the lives of your clients through deepening
relationships and complex financial planningYour integrity,
insights, interpersonal skills and meticulous planning allows you
to mentor and support your customers as they look to reach their
retirement goalsEducating customers on the technology and channels
available to them to better monitor, maintain, and handle their
investmentsHow Your Work--Impacts--the OrganizationWorking in our
Investor Center, you will engage face-to-face with your customers,
offering mentorship and personalized planning, while helping extend
the reach of the firm's brand. Backed by Fidelity's open
architecture, you're able to provide comprehensive investment
guidance and sustain long-lasting relationships. We will provide
you the support of a well-rounded team of professionals, unlimited
access to some of the best resources and tools in the industry, and
a top compensation package with excellent benefits. While you form
relationships here, you will also be building your
career!Certifications:Series 07 - FINRA, Series 63 -
FINRACategory:SalesCompany OverviewAt Fidelity, we are focused on
making our financial expertise broadly accessible and effective in
helping people live the lives they want. We are a privately held
company that places a high degree of value in creating and
nurturing a work environment that attracts the best talent and
reflects our commitment to our associates. We are proud of our
diverse and inclusive workplace where we respect and value our
associates for their unique perspectives and experiences. For
information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer. We welcome
those with experience in jobs such as Field Client Relationship
Manager, Billing and Posting Clerk, and Bilingual Customer Service
and others in the Accounting and Finance to apply.

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